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Portfolio (Quarterly) Guide ↗

BNP PARIBAS ASSET MANAGEMENT Holding S.A.

· CIK 0001520354
13F Portfolio $99.8B AUM 4,206 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 117 New 764 Added 1233 Reduced 118 Exited
Page 107 of 113  ·  2,257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 MATW MATTHEWS INTL CORP Industrials 554.0 $15K -147.0 -21.0% $26.92 -20.8%
2122 SBSI SOUTHSIDE BANCSHARES INC Financial Services 423.0 $15K -440.0 -51.0% $35.19 -9.1%
2123 TROX TRONOX HOLDINGS PLC Basic Materials 2,336.0 $15K -395.0 -14.5% $6.30 -10.9%
2124 RRR RED ROCK RESORTS INC Consumer Cyclical 226.0 $15K -133.0 -37.0% $65.06 -6.4%
2125 AMRC AMERESCO INC Industrials 530.0 $15K -38.0 -6.7% $27.60 -21.2%
2126 HROW HARROW INC Healthcare 344.0 $15K -209.0 -37.8% $42.47 -2.9%
2127 FRME FIRST MERCHANTS CORP Financial Services 332.0 $15K -16.0 -4.6% $43.69 -3.6%
2128 TSHA TAYSHA GENE THERAPIES INC Healthcare 2,099.0 $14K -355.0 -14.5% $6.81 -11.4%
2129 NTGR NETGEAR INC Technology 612.0 $14K -317.0 -34.1% $23.35 -10.0%
2130 TRIP TRIPADVISOR INC Consumer Cyclical 1,042.0 $14K -27.0 -2.5% $13.71 -26.9%
2131 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 2,615.0 $14K NEW $5.45 -10.6%
2132 BCAX BICARA THERAPEUTICS INC Healthcare 480.0 $14K NEW $29.69 -19.4%
2133 HOPE HOPE BANCORP INC Financial Services 1,040.0 $14K NEW $13.68 +2.3%
2134 APOG APOGEE ENTERPRISES INC Industrials 308.0 $14K -8.0 -2.5% $45.74 -9.1%
2135 QNST QUINSTREET INC Communication Services 961.0 $14K -55.0 -5.4% $14.65 +40.5%
2136 AMR ALPHA METALLURGICAL RESOUR I Energy 85.0 $14K -35.0 -29.2% $164.94 +26.4%
2137 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 223.0 $14K -475.0 -68.0% $61.82 -2.4%
2138 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 767.0 $14K -829.0 -51.9% $17.96 -6.4%
2139 UHAL U HAUL HOLDING COMPANY 210.0 $14K NEW $65.44
2140 PRAA PRA GROUP INC Financial Services 721.0 $14K -721.0 -50.0% $18.99 +3.4%
Page 107 of 113  ·  2,257 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.5%
Healthcare 12.5%
Financial Services 10.3%
Consumer Cyclical 8.9%
Industrials 7.9%
Communication Services 6.2%
Consumer Defensive 3.1%
Real Estate 2.6%
Basic Materials 2.4%
Utilities 1.9%